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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
3201
GEM Asset Management
Michigan
$321K -$27.2K -820 -10%
LFGO
3202
Legacy Financial Group (Oklahoma)
Oklahoma
$321K -$1.33K -40 -0.5%
CCA
3203
Cora Capital Advisors
New Jersey
$321K -$1.33K -40 -0.5%
SAM
3204
Satovsky Asset Management
New York
$319K – – –
LCM
3205
Lewis Capital Management
California
$319K – – –
AT
3206
Avalon Trust
New Mexico
$319K – – –
SC
3207
Schoolcraft Capital
Colorado
$317K +$249K +7,500 New
SFA
3208
Souders Financial Advisors
Ohio
$317K +$248K +7,480 New
BWL
3209
Bogart Wealth LLC
Virginia
$315K -$3.32K -100 -1%
GWAG
3210
Garrett Wealth Advisory Group
Texas
$315K +$1.66K +50 +0.7%
NG
3211
Northstar Group
New York
$315K -$3.98K -120 -2%
IPW
3212
Impact Partnership Wealth
Georgia
$314K +$247K +7,430 New
FSCM
3213
Front Street Capital Management
Montana
$313K +$245K +7,390 New
MWA
3214
MFA Wealth Advisors
Pennsylvania
$311K -$16.3K -490 -6%
BCP
3215
Blackhawk Capital Partners
Wisconsin
$310K – – –
OA
3216
Oxbow Advisors
Texas
$308K +$242K +7,290 New
DPI
3217
Diversified Portfolios Inc
Michigan
$308K -$63.7K -1,920 -21%
JFL
3218
Jarislowsky, Fraser Ltd
Quebec, Canada
$308K -$14.9K -450 -6%
PGAM
3219
Princeton Global Asset Management
New Jersey
$307K – – –
WA
3220
WealthTrust Axiom
Pennsylvania
$305K -$996 -30 -0.4%
TCPWM
3221
Traverso Chambers Private Wealth Management
California
$305K +$239K +7,210 New
TAM
3222
Taurus Asset Management
New York
$305K +$239K +7,200 New
SWMP
3223
Signature Wealth Management Partners
New Jersey
$304K -$23.6K -710 -9%
SWM
3224
Soundmark Wealth Management
Washington
$304K +$238K +7,180 New
BIM
3225
Bullseye Investment Management
Ohio
$303K +$237K +7,150 New
127 128
129
130 131